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Planning for the Future: 5 Business Succession Options and Their Tax Implications
March 18th, 2025
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Consulting |
Strategic Planning |
Strategy and Planning |
Succession Planning |
Wealth Management
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, […]
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Supreme Court Ruling on Federal Funding Pause: Key Considerations for Nonprofit CFOs
March 17th, 2025
Recent developments from the U.S. Supreme Court have significant implications for nonprofit organizations that rely on federal funding. A series of legal battles over the executive branch’s ability to halt […]
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The 2024 Gift Tax Return Deadline is Coming Up Soon
March 12th, 2025
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High Net Worth |
Succession Planning |
Wealth Management
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in […]
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FAQs About Reporting Subsequent Events
March 10th, 2025
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Audit |
Audit & Assurance |
Financial Statement & Audit Preparation
Subsequent events are in the spotlight these days. The Public Company Accounting Oversight Board (PCAOB) recently initiated a project to modernize outdated auditing standards related to these events. The PCAOB […]
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Understanding the NIH’s New Indirect Cost Rate Policy: What Nonprofit and Higher Education CFOs Need to Know
March 6th, 2025
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Accounting & Outsourced Solutions |
CFO Advisory Services |
Consulting |
Outsourced Accounting Solutions |
Strategic Planning |
Strategy and Planning
Note: An update to this article is appended to reflect the February 21, 2025 ruling extending a temporary restraining order. The National Institutes of Health (NIH) has announced a major […]